Melia Wealth LLC

Bret Travis is a financial advisor at Melia Wealth LLC in Tulsa, OK, with 14 years of industry experience. He holds the Series 66 designation and has worked at Melia Wealth LLC since 2016, along with roles at ATFS LLC and MAG Tax. Outside of advisory work, he is a tax preparer at Twice the Returns, LLC. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on client goals and risk tolerances, employing various research methods and conducting regular account reviews.

Rebecca Benanzer is a financial advisor at Melia Wealth LLC in Tulsa, OK, with eight years of industry experience. She holds a Series 65 designation and has been with Melia Wealth LLC since 2017, having previously worked at Melia Advisory Group since 2009, where she also serves as Chief Operations Officer. Melia Wealth provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular portfolio reviews and employing a combination of fundamental, technical, and cyclical analysis.

Gregory Melia is a financial advisor at Melia Wealth LLC in Tulsa, Oklahoma, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MAG Tax for eight years. Outside of his advisory role, he serves as president and insurance agent at G.S. Melia & Company, where he spends about 10% of his time on insurance product sales and services. Melia Wealth LLC provides discretionary asset and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerances, employing fundamental, technical, and cyclical analysis, and conducts regular account reviews.

Madison Lynch is a financial advisor at Melia Wealth LLC with a Series 65 designation and four years of industry experience. She has worked at Melia Wealth since 2018 and operates as a sole proprietor. Outside of finance, she is a dance instructor and choreographer at Turning Pointe Dance of Tulsa. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular account reviews and employing fundamental, technical, and cyclical analysis.